Gould Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Gould Asset Management’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	93,996 +1,393	+2%	+$31.9K	0.34%	38
2026 Q1	$2.12M	Buy	92,603 +30	+0%	+$687	0.37%	37
2025 Q4	$2.12M	Buy	92,573 +840	+0.9%	+$19.2K	0.38%	39
2025 Q3	$2.11M	Buy	91,733 +1,300	+1%	+$29.8K	0.39%	37
2025 Q2	$2.07M	Buy	90,433 +4,460	+5%	+$102K	0.41%	33
2025 Q1	$1.97M	Buy	85,973 +255	+0.3%	+$5.83K	0.41%	35
2024 Q4	$1.96M	Buy	85,718 +4,285	+5%	+$97.8K	0.41%	33
2024 Q3	$1.88M	Sell	81,433 -17	-0%	-$389	0.4%	34
2024 Q2	$1.85M	Buy	81,450 +35,250	+76%	+$796K	0.43%	34
2024 Q1	$1.05M	Buy	46,200 +13,490	+41%	+$307K	0.25%	47
2023 Q4	$748K	Buy	+32,710	New	+$738K	0.19%	60

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Gould Asset Management's IBTG Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.5% in Q2 2026, buying an estimated $31.9K and bringing the position to 93,996 shares worth $2.15M. The position accounts for 0.34% of the portfolio, ranked #38.

Gould Asset Management first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Gould Asset Management held 93,996 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.15M as of Q2 2026.
Gould Asset Management bought 1,393 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $31.9K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.34% of Gould Asset Management's portfolio in Q2 2026, its #38 holding.
Gould Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.